AUSTERRA WEALTH MANAGEMENT LLC

Overview

Austerra Wealth Management LLC is an independent, SEC-registered RIA that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles, and it also sponsors and serves as general partner/managing member for private pooled funds. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. Austerra is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. Investment activity centers on a two-pronged approach: sizeable allocation to private pooled vehicles it advises and targeted use of public mutual funds and SMA strategies. The firm acts beyond a passive allocator—by sponsoring and managing pooled vehicles it retains an operational role in structuring and governing alternative investments and private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices